|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$49.8M
|
+$1.45M
|
+6,679
|
+3%
|
|
|
2
|
Inspire Advisors
Meridian,
Idaho
|
$43.8M
|
+$899K
|
+4,150
|
+2%
|
|
|
3
|
Strategic Equity Management
Tucson,
Arizona
|
$18.2M
|
-$1.81M
|
-8,357
|
-9%
|
|
|
4
|
Christian Investment Advisors
New Braunfels,
Texas
|
$14M
|
+$75.6K
|
+349
|
+0.5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.62M
|
+$2.87M
|
+13,244
|
+39%
|
|
|
6
|
Moneywise Inc
Forest,
Virginia
|
$9.17M
|
-$2.03M
|
-9,378
|
-17%
|
|
|
7
|
Plan A Wealth
Lincoln,
Nebraska
|
$8.62M
|
+$9.08M
|
+41,942
|
New
|
|
|
8
|
Silver Oak Securities
Jackson,
Tennessee
|
$7.91M
|
+$2.02M
|
+9,312
|
+32%
|
|
|
9
|
PAX Financial Group
San Antonio,
Texas
|
$6.82M
|
-$473K
|
-2,184
|
-6%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$6.4M
|
+$2.46M
|
+11,377
|
+58%
|
|
|
11
|
Inspire Investing
Meridian,
Idaho
|
$5.87M
|
-$399K
|
-1,841
|
-6%
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$3.09M
|
+$2.92M
|
+13,463
|
+845%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.05M
|
-$5.42K
|
-25
|
-0.2%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.98M
|
-$22.5K
|
-104
|
-0.7%
|
|
|
15
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$2.76M
|
+$2.91M
|
+13,429
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.62M
|
+$361K
|
+1,665
|
+15%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$2.46M
|
+$1.1M
|
+5,073
|
+74%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.26M
|
+$2.38M
|
+10,990
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$2.19M
|
+$666K
|
+3,077
|
+41%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$2.15M
|
+$421K
|
+1,943
|
+23%
|
|
|
21
|
XY Planning Network
Bozeman,
Montana
|
$2.06M
|
+$2.17M
|
+10,016
|
New
|
|
|
22
|
SageOak Financial
Tulsa,
Oklahoma
|
$1.81M
|
+$607K
|
+2,803
|
+47%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.44M
|
+$321K
|
+1,484
|
+27%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.09M
|
+$348K
|
+1,607
|
+44%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$759K
|
+$800K
|
+3,692
|
New
|
|
